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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
San Antonio, TX • United States
Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 03/2019 |
| Usaa Financial Planning Service | San Antonio | TX | 04/2013 | 03/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 03/2019 |
| Frost Brokerage Services | San Antonio | TX | 03/2019 | 10/2021 |
| Frost Investment Services | San Antonio | TX | 03/2019 | 10/2021 |
| Frost Brokerage Services | San Antonio | TX | 10/2021 | 05/2022 |
| Frost Investment Services | San Antonio | TX | 10/2021 | 05/2022 |
| Citigroup | San Antonio | TX | 05/2022 | Present |
Lawndarts and Alcohol; Not Investment-related; Nature: Music - this is a band set up for performing cover music and original material; San Antonio, TX; Started: 06/08/2023; Title: Guitarist and singer; Duties: Guitarist and singer; No time is devoted each month during securities trading hours; 10hrs hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-07 |
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